Top-Notch Agenda For Biz Development Meeting Is Finalized

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Is one of your resolutions for 2005 seeking to grow your credit union? Are you looking for ways to open doors at SEGs, leverage a community charter, or just better penetrate the membership you already have?

If those are more than just resolutions and are indeed a job requirement, then resolve now to attend the finest conference of its kind, The Credit Union Journal's SEG & Business Development Conference. With the agenda now complete, the meeting is set to be held

March 31-April 1 at the Renaissance Orlando Resort at SeaWorld.

One of the primary reasons for the meeting's annual success and year-to-year growth is that the agenda is based upon recommendations from credit union executives themselves, and this year's event certainly reflects The Journal's commitment to doing just that. The more than one-dozen presentations that will be made are based on previous attendees' feedback and suggestions, and cover a range of exciting and fresh ideas for growing new membership and further penetrating current membership.

As always, the meeting will draw upon the expertise of both analysts-who will share insights gleaned from working with multiple credit unions-and credit union executives themselves, who will share their own in-the-trenches success stories and strategies. The meeting will again include the popular Big First Day Q&A, in which day one presenters return to the stage for a full hour of questions and commentary.

More information on the conference is available by clicking on the SEG & Business Development button on The Journal's website at Below is a brief overview of the agenda.

Thursday, March 31, 2005

8:00 AM - 8:15 AM


Frank J. Diekmann, Editor in Chief, The Credit Union Journal

8:15 AM - 9:00 AM

Rolling Out The Welcome Mat: Growing Members Through SEG Penetration, Doreen Burton, CUNA Mutual Group

9:00 AM - 9:45 AM

How & Why One CU Revamped Its SEG & Business Development Efforts, Steve Langley, VP, Branch Operations and Sales, Travis Credit Union

9:45 AM - 10:30 AM

McDonalds Has A Playground Out Front For A Reason, Kevin Blair, President, Newground

10:30 AM - 11:00 AM

Refreshment Break

11:00 AM - 11:45 AM

Getting In (and Staying In!) With SEGs

Ken Bator, President, Bator Training & Consulting

11:45 AM - 12:30 PM

How To Make Your SEGs Feel Special When You Go Community, Gary Lanier, VP, Marketing Eastern Financial Florida Credit Union

12:30 PM - 2:00 PM


2:00 PM - 2:45 PM

Business Development Lessons From Down Under, Mark Lynch

2:45 PM - 3:30 PM

Seminars People Will WANT To Sit Through, Marty Kelly, VP, Marketing & Business Development, US Federal Credit Union

3:30 PM - 4:00 PM

Refreshment Break

4:00 PM - 5:00 PM

The Big First Day Q&A

5:00 PM - 6:00 PM


Friday, April 1, 2005

8:00 AM - 8:15 AM

Introduction, Frank J. Diekmann, The Credit Union Journal

8:15 AM - 9:00 AM

Using Databases for Relationship and Information Management, Jackie Wright, Business Development Manager, Spokane Teachers Credit Union

9:00 AM - 9:45 AM

Four Keys To Winning Business Development -Including E-Marketing,Tony Rizzo, President, Pinpoint Direct Marketing

9:45 AM - 10:30 AM

Leaping from Single Sponsor to Community- It's More Of A Hop, Steve O'Mara, VP, Business Development, U.S. Employees Credit Union

10:30 AM - 11:00 AM

Refreshment Break

11:00 AM - 11:45 AM

Retail Delivery Strategies That Work

John Hyche, Principal. Level 5 Consulting

11:45 AM - 12:30 PM

The Big Send-Off Roundtable

12:30 PM

Conference Adjourns

Meeting Info

WHAT: CU Journal's Sixth Annual SEG & Business Development Conference

WHEN: March 31-April 1

WHERE: Renaissance Hotel SeaWorld, Orlando, Florida

HOW to get more information in costs, hotel, the agenda and more? Visit and click on the SEG & Business Development Conference button.

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